See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,860 | $157,256-78.5% | $141,162-76.0% | $152,861-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.01% | 64.32%-30.3pp | 71.39%-37.4pp | 345.32%-311.3pp |
| Employer contribution / active EE | $3,578 | $5,261-32.0% | $4,735-24.4% | $4,762-24.9% |
| Participant deferral / active EE | $12,235 | $7,109+72.1% | $6,709+82.4% | $5,850+109.1% |
| Admin fee / account holder | $120 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |